Schwab US Broad Market ETF
SCHB
SCHB
182 hedge funds and large institutions have $1B invested in Schwab US Broad Market ETF in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
19.57% more ownership
Funds ownership: 111.12% → 130.69% (+20%)
17% more funds holding
Funds holding: 156 → 182 (+26)
Holders
182
Holding in Top 10
26
Calls
$2.02M
Puts
$1.27M
Top Buyers
| 1 | +$74.7M | |
| 2 | +$70.7M | |
| 3 | +$26M | |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$16.3M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$9.4M |
Top Sellers
| 1 | -$5.57M | |
| 2 | -$5.4M | |
| 3 | -$4.86M | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.85M |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$3.78M |